SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,249 | -2.3% | 775,673 | +1.1% | 6.86% | +1.6% |
| Q2 2023 | $40,168 | +8.1% | 766,976 | +0.4% | 6.75% | +3.3% |
| Q1 2023 | $37,151 | +1.0% | 763,648 | -3.0% | 6.54% | -1.0% |
| Q4 2022 | $36,784 | -99.9% | 787,031 | +6.8% | 6.60% | -2.2% |
| Q3 2022 | $32,385,000 | -11.3% | 737,027 | -7.0% | 6.75% | -12.4% |
| Q2 2022 | $36,519,000 | -8.3% | 792,341 | +7.1% | 7.70% | +1.0% |
| Q1 2022 | $39,836,000 | +0.5% | 739,782 | +112.5% | 7.63% | +4.3% |
| Q4 2021 | $39,627,000 | +19.4% | 348,153 | +9.1% | 7.31% | +21.7% |
| Q3 2021 | $33,194,000 | +7.4% | 319,082 | +7.3% | 6.01% | +6.5% |
| Q2 2021 | $30,905,000 | +21.4% | 297,248 | +12.1% | 5.64% | +13.4% |
| Q1 2021 | $25,462,000 | +9.4% | 265,150 | +3.6% | 4.97% | +1.9% |
| Q4 2020 | $23,282,000 | +15.2% | 255,991 | +2.2% | 4.88% | +5.6% |
| Q3 2020 | $20,205,000 | -6.0% | 250,585 | -13.6% | 4.62% | -6.6% |
| Q2 2020 | $21,501,000 | +8.9% | 290,161 | -10.0% | 4.95% | -9.2% |
| Q1 2020 | $19,739,000 | -11.0% | 322,271 | +11.6% | 5.46% | -1.7% |
| Q4 2019 | $22,190,000 | +12.3% | 288,895 | +3.7% | 5.55% | +2.4% |
| Q3 2019 | $19,758,000 | +6.2% | 278,558 | +5.1% | 5.42% | +6.0% |
| Q2 2019 | $18,596,000 | +13.2% | 264,941 | +9.0% | 5.11% | +8.6% |
| Q1 2019 | $16,431,000 | +19.5% | 243,028 | +5.6% | 4.71% | +5.5% |
| Q4 2018 | $13,745,000 | +76.7% | 230,232 | +105.9% | 4.46% | +65.4% |
| Q3 2018 | $7,780,000 | +23.5% | 111,844 | +15.4% | 2.70% | +12.1% |
| Q2 2018 | $6,300,000 | +23.5% | 96,934 | +19.9% | 2.40% | +26.8% |
| Q1 2018 | $5,100,000 | +35.8% | 80,853 | +37.3% | 1.90% | +45.2% |
| Q4 2017 | $3,755,000 | +62.1% | 58,871 | +52.6% | 1.31% | +65.1% |
| Q3 2017 | $2,316,000 | +4.2% | 38,569 | +0.3% | 0.79% | -0.9% |
| Q2 2017 | $2,222,000 | -5.4% | 38,467 | -7.9% | 0.80% | -10.7% |
| Q1 2017 | $2,349,000 | -0.3% | 41,749 | -5.6% | 0.89% | -17.4% |
| Q4 2016 | $2,355,000 | +21.3% | 44,209 | +17.5% | 1.08% | +7.9% |
| Q3 2016 | $1,941,000 | +9.4% | 37,610 | +5.5% | 1.00% | +8.8% |
| Q2 2016 | $1,774,000 | +7.5% | 35,649 | +5.5% | 0.92% | +4.2% |
| Q1 2016 | $1,651,000 | +17.1% | 33,805 | +16.5% | 0.88% | +6.5% |
| Q4 2015 | $1,410,000 | +39.6% | 29,022 | +31.5% | 0.83% | +35.8% |
| Q3 2015 | $1,010,000 | +5.3% | 22,062 | +13.4% | 0.61% | +12.9% |
| Q2 2015 | $959,000 | -7.3% | 19,453 | -6.7% | 0.54% | -11.0% |
| Q1 2015 | $1,034,000 | +53.9% | 20,858 | +36.7% | 0.61% | +20.1% |
| Q4 2014 | $672,000 | – | 15,253 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |